Weisberg Capital Management

Overview

Weisberg Capital Management is an independently owned registered investment adviser operating as a limited liability company. The firm positions itself as a capital allocator for both individual/family and institutional clients, charging either a percentage of assets under management or fixed advisory fees. Listed advisory services include financial planning, portfolio management for individuals and small businesses as well as for businesses or institutions, pension consulting, and the selection of other advisers. The firm notes an industry affiliation with an insurance company, does not identify as an active ESG investor, and is not described as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives